Free Trial

Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.94 +0.02 (+0.30%)
Closing price 03:55 PM Eastern
Extended Trading
$7.96 +0.01 (+0.14%)
As of 04:08 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

FT vs. CGBD, BTO, ASA, PDT, PEO, DSU, CCAP, ECC, CION, and IFN

Should you be buying Franklin Universal Trust stock or one of its competitors? The main competitors of Franklin Universal Trust include Carlyle Secured Lending (CGBD), John Hancock Financial Opportunities Fund (BTO), ASA Gold and Precious Metals (ASA), John Hancock Premium Dividend Fund (PDT), Adams Natural Resources Fund (PEO), BlackRock Debt Strategies Fund (DSU), Crescent Capital BDC (CCAP), Eagle Point Credit (ECC), CION Investment (CION), and India Fund (IFN). These companies are all part of the "financial services" industry.

Franklin Universal Trust vs. Its Competitors

Franklin Universal Trust (NYSE:FT) and Carlyle Secured Lending (NASDAQ:CGBD) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, valuation, analyst recommendations, risk, media sentiment, earnings, dividends and institutional ownership.

24.5% of Carlyle Secured Lending shares are held by institutional investors. 7.8% of Franklin Universal Trust shares are held by company insiders. Comparatively, 0.6% of Carlyle Secured Lending shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, Carlyle Secured Lending had 7 more articles in the media than Franklin Universal Trust. MarketBeat recorded 7 mentions for Carlyle Secured Lending and 0 mentions for Franklin Universal Trust. Carlyle Secured Lending's average media sentiment score of 0.89 beat Franklin Universal Trust's score of 0.00 indicating that Carlyle Secured Lending is being referred to more favorably in the news media.

Company Overall Sentiment
Franklin Universal Trust Neutral
Carlyle Secured Lending Positive

Franklin Universal Trust has a beta of 0.68, indicating that its share price is 32% less volatile than the S&P 500. Comparatively, Carlyle Secured Lending has a beta of 0.88, indicating that its share price is 12% less volatile than the S&P 500.

Carlyle Secured Lending has a consensus target price of $15.25, suggesting a potential upside of 12.13%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, analysts plainly believe Carlyle Secured Lending is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Carlyle Secured Lending
2 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.83

Carlyle Secured Lending has a net margin of 32.72% compared to Franklin Universal Trust's net margin of 0.00%. Carlyle Secured Lending's return on equity of 10.49% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
Carlyle Secured Lending 32.72%10.49%4.88%

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 11.8%. Carlyle Secured Lending pays out 118.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Carlyle Secured Lending has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
Carlyle Secured Lending$232.59M2.98$88.98M$1.3510.07

Summary

Carlyle Secured Lending beats Franklin Universal Trust on 12 of the 14 factors compared between the two stocks.

Get Franklin Universal Trust News Delivered to You Automatically

Sign up to receive the latest news and ratings for FT and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

FT vs. The Competition

MetricFranklin Universal TrustFIN IndustryFinance SectorNYSE Exchange
Market Cap$199.63M$3.84B$12.15B$20.65B
Dividend Yield6.46%6.64%5.65%3.67%
P/E RatioN/AN/A19.8929.28
Price / SalesN/A13.0525.8662.24
Price / CashN/A17.6721.3123.31
Price / BookN/A1.122.134.42
Net IncomeN/A$161.89M$1.00B$995.90M
7 Day Performance1.72%0.97%0.00%-0.17%
1 Month Performance3.44%-0.26%-0.21%-0.69%
1 Year Performance13.16%2.94%544.32%15.60%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.94
+0.3%
N/A+13.4%$199.63MN/A0.00N/A
CGBD
Carlyle Secured Lending
3.0177 of 5 stars
$13.98
-1.5%
$15.25
+9.1%
-15.6%$723.59M$232.59M10.36N/ANews Coverage
Dividend Announcement
BTO
John Hancock Financial Opportunities Fund
N/A$35.98
+0.2%
N/A+15.9%$709.14MN/A0.002,719Positive News
ASA
ASA Gold and Precious Metals
N/A$32.14
-1.4%
N/A+86.5%$701.91MN/A0.001,100Positive News
PDT
John Hancock Premium Dividend Fund
N/A$13.31
-0.2%
N/A+13.2%$656.13MN/A0.00147,000News Coverage
Dividend Announcement
PEO
Adams Natural Resources Fund
N/A$21.77
-1.2%
N/A-6.9%$578.89MN/A0.0018Positive News
DSU
BlackRock Debt Strategies Fund
N/A$10.56
-0.1%
N/A-1.1%$575.75MN/A0.00N/ANews Coverage
Dividend Announcement
CCAP
Crescent Capital BDC
2.9956 of 5 stars
$14.61
-1.1%
$17.60
+20.5%
-18.5%$547.38M$60.50M10.90N/AUpcoming Earnings
Dividend Announcement
ECC
Eagle Point Credit
2.272 of 5 stars
$7.03
+1.7%
$8.67
+23.3%
-27.2%$531.71M$179.77M-17.57N/ANews Coverage
Upcoming Earnings
Dividend Announcement
CION
CION Investment
2.3329 of 5 stars
$9.98
-0.8%
$11.00
+10.2%
-15.5%$530.04M$252.43M-34.41N/ANews Coverage
Upcoming Earnings
IFN
India Fund
N/A$15.65
-1.3%
N/A-12.6%$492.55MN/A0.0021,000Positive News

Related Companies and Tools


This page (NYSE:FT) was last updated on 8/6/2025 by MarketBeat.com Staff
From Our Partners